SAP to P&L Statement: PowerBi Visual Magic
Originally published: 14/08/2023 13:33
Publication number: ELQ-26181-1
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SAP to P&L Statement: PowerBi Visual Magic

Transform raw SAP trial balances into captivating P&L visuals with PowerBI. Dive into intuitive, AI-enhanced templates that appeal to the human love for visuals

"Want a better way to look at your numbers? We've got a solution for you. We take those complicated lists from SAP and turn them into easy-to-understand pictures and charts using PowerBI. Plus, we've added some smart AI tools that help you get even more from your data. In short, we make your numbers simple, clear, and useful. Try it and see your financial data in a whole new light!"

"Step into Page 2 and see all your key numbers - CM1, CM2, CM3, and EBDITA - laid out clearly. Want to focus on a specific area? Easily sort by profit centers like Company, Engineering, Dehydrated Products, and Retail. Jump between months with a click and keep an eye on real expenses, adjusting them as needed.

Then, flip over to Page 3 for a visual treat! Here, your numbers transform into dynamic visuals that shift based on profit centers, time frames, and margins:
1. The first graph paints a clear picture of net revenue, COGS, and GM percentages.
2. The second visual breaks down CM1, CM2, and CM3 expenses.
3. Track how EBDITA numbers change month-by-month in the third graph.
4. Watch the trends of CM1%, CM2%, and CM3% over time in the fourth.
5. And, get the full scoop on EBDITA percentages in the final graph.
Navigate your financial landscape with ease and clarity!"
You can also access these files on PowerBI's online platform, making them conveniently available on your mobile, tablet, or PC anytime you wish."

This Best Practice includes
1 powerbi desktop file, 1 excel file

C.A. Ankit Maheshwari offers you this Best Practice for free!

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Further information

Our goal is to revolutionize financial data interaction, making it not just accessible but also intuitive, insightful, and actionable.
Simplicity & Clarity: Present complex financial data in an organized manner
Customization: Allow users to filter and focus on specific profit centers such as Company, Engineering, Dehydrated Products, and Retail, adapting to their unique analytical needs.
Temporal Analysis: Enable easy month-by-month comparisons, granting users the ability to track financial trends and make timely decisions.
Expense Oversight: Provide real-time insights into expenses, empowering users to adjust and control as necessary.
Informed Decision Making: Through a combination of raw data and visual representations, equip users with the tools they need to navigate their financial landscape with confidence and clarity.

Users must have PowerBI Desktop installed to access and interact with the dashboard.
SAP software is required to source the raw data for analysis and visualization.

You have to change the path of the file in accordance with your excel sheet path-
Open Your PowerBI Report:

Launch PowerBI Desktop.
Open the .pbix file that's connected to the Excel file.
Access Data Source Settings:

In the PowerBI Desktop ribbon, click on the 'Home' tab.
Click on 'Transform data' or 'Edit Queries' (the exact wording might vary based on your PowerBI version).
Navigate to Source Settings:

Once the Query Editor window opens, go to the 'Home' tab.
Click on 'Data Source Settings'.
Change Source Path:

In the 'Data Source Settings' window, you'll see a list of data sources used in your report. Find the Excel file you want to change.
With the Excel file selected, click on the 'Change Source' button.
Update the File Path:

In the 'Change Source' window, you'll see the current file path. Click on the 'Browse' button to navigate to the new location of your Excel file.
Select the Excel file in its new location and click 'Open'.
Apply Changes:

Click 'OK' to close the 'Change Source' window.
Click 'Close' to exit the 'Data Source Settings' window.
Back in the Query Editor, click 'Close & Apply' to apply the changes to your report.
Refresh Data:

Once back in the main PowerBI Desktop window, click on the 'Refresh' button to reload the data from the Excel file's new location.

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